BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,936
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$3.26M
3
+$2.08M
4
AMZN icon
Amazon
AMZN
+$1.65M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.25M

Top Sells

1
+$1.54M
2
+$1.53M
3
+$1.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$933K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$859K

Sector Composition

1 Technology 7.43%
2 Financials 5.74%
3 Consumer Discretionary 4.36%
4 Healthcare 3.39%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$293K 0.07%
1,496
+115
127
$290K 0.07%
1,808
+196
128
$284K 0.07%
1,326
+86
129
$280K 0.07%
3,261
130
$270K 0.06%
1,700
+281
131
$270K 0.06%
449
-1
132
$266K 0.06%
3,683
133
$263K 0.06%
10,300
-3,600
134
$263K 0.06%
32,288
+7,665
135
$257K 0.06%
1,573
+219
136
$250K 0.06%
3,876
+133
137
$249K 0.06%
703
-38
138
$248K 0.06%
7,931
+136
139
$243K 0.06%
2,879
+51
140
$242K 0.06%
1,151
+35
141
$241K 0.06%
3,013
+176
142
$238K 0.06%
+2,648
143
$237K 0.06%
1,094
+234
144
$237K 0.06%
+5,449
145
$234K 0.06%
1,592
-350
146
$230K 0.06%
3,151
147
$227K 0.05%
1,182
+93
148
$225K 0.05%
2,463
+304
149
$225K 0.05%
1,961
+479
150
$221K 0.05%
988
-93
4 5
6
7 8